4 / 5 Stars
5 5 5 4 4
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#55 in Large Blend
U.S. News evaluated 486 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 21.28 percent over the past year, 13.72 percent over the past three years, 19.02 percent over the past five years, and 6.69 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.4%|
|3 Years (Annualized)||13.7%|
|5 Years (Annualized)||19.0%|
|10 Years (Annualized)||6.7%|
The investment seeks total return before fees and expenses that corresponds to the total return of the Standard & Poor's (S&P) 500® Index. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in common stocks that comprise the S&P 500 Index (the index). In seeking to match the performance of the index, the Investment Manager attempts to allocate the fund's assets among common stocks in approximately the same weightings as the index. The fund may invest in derivatives, consisting of stock index futures, as substitutes for the underlying securities in the index.
Fees are Below Average compared to funds in the same category.
Columbia Large Cap Index Fund has an expense ratio of 0.19 percent.
Risk is Average compared to funds in the same category according to Morningstar.